◉ MIGRATION Move to Customer.io from Klaviyo, Braze, Iterable or HubSpot. Data, deliverability & momentum intact. See the checklist
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Platforms / Customer.io / Migrate to Customer.io ◉ MIGRATION TRACK
◉ FROM KLAVIYO · BRAZE · ITERABLE · HUBSPOT
DATA · DELIVERABILITY · MOMENTUM
PHASED CUTOVER

MIGRATE TO
CUSTOMER.IO.
NOTHING LOST.

Most migrations fail in three places: the data model, the deliverability, and the moment of cutover. We run all three as one plan (mapped, warmed, and phased) so you land on Customer.io with your history, your sender reputation, and your revenue programs still running.

01 / THE MOVE

From Stuck To Shipping

◉ WHERE YOU ARE

The Platform You're Leaving

  • Rigid templates and flow logic you've outgrown
  • Event data trapped in a model you can't reshape
  • Rising send costs with falling deliverability
  • Segments that drift and no one fully trusts
  • A migration everyone's afraid to actually start
◉ WHERE YOU LAND

Customer.io, Clean

  • A flexible event model built for your data
  • Journeys and triggers mapped to real lifecycle stages
  • Warmed IPs and protected sender reputation
  • Segments and computed traits your team trusts
  • A phased cutover with QA gates, no big-bang risk
02 / WHAT MOVES

The Migration Checklist

Every migration runs off the same checklist, adapted per source platform. Nothing moves until it's mapped, and nothing goes live until it's QA'd.

A · DATA & IDENTITY◉ MAP FIRST
  • Event schema mapped from source to a clean Customer.io model
  • Identifiers reconciled, no duplicate or orphaned profiles
  • Attributes & traits ported with types and defaults intact
  • History preserved where it drives segmentation
B · SEGMENTS & JOURNEYS◉ REBUILD
  • Segments rebuilt on the new model and validated against counts
  • Journeys re-architected, not blindly copied, to lifecycle stages
  • Triggers re-pointed to the correct events
  • Suppression & frequency rules carried over
C · TEMPLATES & CONTENT◉ PORT
  • Email & SMS templates inventoried and rebuilt
  • Personalization re-mapped to new attributes
  • Transactional messages verified end-to-end
  • Links & UTMs preserved for attribution continuity
D · DELIVERABILITY & CUTOVER◉ WARM
  • Domain & DNS: SPF, DKIM, DMARC configured
  • IP warmup scheduled to protect sender reputation
  • Parallel run to compare old vs. new before switching
  • Phased cutover by program, with rollback at every gate
03 / 30-DAY PLAN

Phased, Not Big-Bang

WK 0AUDIT

Audit & Inventory

Full inventory of the source platform: data model, segments, journeys, templates, and deliverability posture. Output: a scored migration plan.

Stack reviewData mapRisk register
WK 1MAP

Model & Mapping

Build the clean Customer.io event model, reconcile identifiers, and map every attribute and segment before a single message is rebuilt.

Event schemaIdentitySegment logic
WK 2BUILD

Build & Parallel Run

Rebuild journeys, templates, and triggers in Customer.io, running in parallel with the old platform so you can compare before you commit.

JourneysTemplatesQA harness
WK 3WARM

Deliverability & Warmup

Configure authentication, begin IP warmup, and validate deliverability against real sends before any volume shifts over.

SPF/DKIM/DMARCIP warmupSeed tests
WK 4CUTOVER

Phased Cutover & Handoff

Switch programs over one at a time, monitor at each gate, then hand off a documented, running system, with rollback available throughout.

Program-by-programMonitoringDocs + handoff
◉ START WITH THE BLUEPRINT

A fixed-scope Migration Blueprint before you commit to the move.

Data mapping, segment logic, template inventory, and an IP-warmup + cutover schedule, yours to execute or hand back to us.

Start the
migration.

Book a Readiness Audit and we'll inventory your current platform, score the migration, and hand you the plan, before anyone touches production.

FREE CONSULTATION SEE THE PLAN